From a supported export to the next application action
Use this checklist to plan your first application and compare the work with your current process. The example below uses invented labels and describes the implemented workflow; it is not a screenshot or a manufacturer approval.
Before importing
Supported patient-list formats include CSV, TSV and newline-delimited JSON. A live EHR connection is a separate integration. Obtain the approved export, use the import screen’s sample and field mapping, preview rows, review validation and possible duplicates, and correct errors before committing the import. Keep patient files in the approved application; do not send them through the public contact form.
Synthetic example: Sample application A
- Select the exact product and active form. Confirm product, indication variant, language and program availability against the official manufacturer instructions. A guide can group products that need separate forms.
- Prepare the required information. Review supported autofill values and their sources. A prior application is a starting point; verify current prescription, coverage and required documentation.
- Read the next action. “Patient signature needed” identifies the actor and outstanding task. Prescriber certification and patient or verified representative consent remain separate responsibilities.
- Review and sign this application. Use the accepted electronic or wet-signature route. Each required application needs its own review; changed information may require a new signature.
- Submit and retain delivery evidence. Delivery status concerns the packet. Record manufacturer requests and decisions separately; delivery does not establish approval or medication receipt.
- Set up renewal follow-up. Record enrollment expiry and confirm renewal policy. A missing date or unresolved policy needs staff action. Some programs do not renew, including Humira beyond its current eligibility term.
Who does what
Staff coordinate forms, documents and follow-up. The prescriber reviews and certifies clinical information. The patient or verified representative completes their required consent and signature. The manufacturer sets eligibility, decides applications and controls its delivery process.
Assess the workflow in your practice
Compare staff preparation time, repeated entry, document rework and completion of handoffs using a defined cohort and dates. Track manufacturer turnaround separately. We do not publish savings or outcome figures without measured evidence and permission.
Choose a program guide, review current pricing, or read the source review policy.
Walk through your practice’s requirements
Start with your practice details. We will follow up with pricing and next steps, or you can request a demo using synthetic data.